Shira Ridge Wealth Management

Shira Ridge Wealth Management as of June 30, 2025

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 83 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Optimized (SUSA) 16.6 $36M 287k 126.75
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 9.9 $22M 513k 42.36
Ishares Tr Esg Aw Msci Eafe (ESGD) 5.2 $12M 129k 89.22
Ishares Tr Expnd Tec Sc Etf (IGM) 5.0 $11M 97k 112.34
Legg Mason Etf Invt Franklin Clearbr (YLDE) 4.3 $9.4M 179k 52.62
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.2 $9.2M 266k 34.57
Ishares Tr Global Tech Etf (IXN) 3.9 $8.5M 92k 92.34
Select Sector Spdr Tr Indl (XLI) 3.8 $8.3M 57k 147.52
Dimensional Etf Trust Short Duration F (DFSD) 3.7 $8.1M 168k 48.01
Apple (AAPL) 2.8 $6.1M 30k 205.17
Ishares Tr Esg Select Scre (XJH) 2.7 $5.9M 142k 41.50
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.6 $5.6M 103k 54.46
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $5.3M 26k 204.67
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.1 $4.5M 16k 284.39
Ishares Tr Core Total Usd (IUSB) 1.9 $4.2M 90k 46.23
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.9 $4.1M 86k 47.54
Vanguard World Inf Tech Etf (VGT) 1.7 $3.7M 5.5k 663.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.7 $3.6M 44k 82.86
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.6 $3.5M 69k 51.02
Microsoft Corporation (MSFT) 1.5 $3.2M 6.4k 497.40
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.4 $3.1M 57k 53.96
Alphabet Cap Stk Cl C (GOOG) 1.3 $2.8M 16k 177.40
World Gold Tr Spdr Gld Minis (GLDM) 1.2 $2.7M 41k 65.52
Ishares Tr Us Treas Bd Etf (GOVT) 1.1 $2.5M 109k 22.98
Ishares Tr Morningstar Grwt (ILCG) 1.0 $2.2M 23k 96.90
Costco Wholesale Corporation (COST) 0.7 $1.6M 1.6k 990.03
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.7 $1.6M 17k 94.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.4M 4.6k 303.95
Meta Platforms Cl A (META) 0.6 $1.4M 1.9k 738.13
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $1.2M 31k 39.25
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.2M 6.8k 176.24
NVIDIA Corporation (NVDA) 0.5 $1.1M 6.8k 158.00
Charles Schwab Corporation (SCHW) 0.5 $1.0M 11k 91.24
Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $988k 12k 84.06
Charter Communications Inc N Cl A (CHTR) 0.4 $975k 2.4k 408.81
Amazon (AMZN) 0.4 $907k 4.1k 219.39
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $833k 12k 67.02
Marsh & McLennan Companies 0.4 $802k 3.7k 218.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $793k 1.4k 567.83
Dimensional Etf Trust International (DFSI) 0.3 $748k 19k 39.41
Vanguard Index Fds Growth Etf (VUG) 0.3 $733k 1.7k 438.40
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $712k 13k 55.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $669k 5.0k 134.79
Vanguard Index Fds Value Etf (VTV) 0.3 $618k 3.5k 176.74
TransDigm Group Incorporated (TDG) 0.3 $617k 406.00 1520.64
Equinix (EQIX) 0.3 $606k 762.00 795.47
JPMorgan Chase & Co. (JPM) 0.3 $605k 2.1k 289.85
Ishares Tr Us Hlthcare Etf (IYH) 0.3 $565k 10k 56.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $503k 21k 23.83
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $496k 1.8k 279.81
Broadcom (AVGO) 0.2 $442k 1.6k 275.65
Spdr Series Trust Portfolio S&p500 (SPYM) 0.2 $406k 5.6k 72.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $403k 731.00 551.38
Ishares Tr Core High Dv Etf (HDV) 0.2 $379k 3.2k 117.17
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $376k 2.8k 135.04
Stryker Corporation (SYK) 0.2 $364k 921.00 395.63
Cisco Systems (CSCO) 0.2 $351k 5.1k 69.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $343k 3.1k 110.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $340k 699.00 485.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $337k 5.4k 62.02
Deckers Outdoor Corporation (DECK) 0.1 $319k 3.1k 103.07
Tesla Motors (TSLA) 0.1 $309k 973.00 317.66
Chevron Corporation (CVX) 0.1 $308k 2.2k 143.20
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $302k 4.3k 70.77
At&t (T) 0.1 $295k 10k 28.94
Marvell Technology (MRVL) 0.1 $274k 3.5k 77.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $260k 1.4k 182.82
Netflix (NFLX) 0.1 $254k 190.00 1339.13
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $253k 1.8k 138.68
Ishares Core Msci Emkt (IEMG) 0.1 $251k 4.2k 60.03
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $239k 2.4k 100.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $238k 9.7k 24.44
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.1 $226k 4.5k 50.45
Ishares Tr Core S&p500 Etf (IVV) 0.1 $223k 359.00 620.81
Select Sector Spdr Tr Technology (XLK) 0.1 $220k 867.00 253.23
Vistra Energy (VST) 0.1 $217k 1.1k 193.81
Vail Resorts (MTN) 0.1 $211k 1.3k 157.13
McKesson Corporation (MCK) 0.1 $208k 284.00 732.78
Procter & Gamble Company (PG) 0.1 $208k 1.3k 159.32
McDonald's Corporation (MCD) 0.1 $207k 707.00 292.17
Ishares Tr Eafe Value Etf (EFV) 0.1 $203k 3.2k 63.48
Intuit (INTU) 0.1 $201k 255.00 788.29
Vanguard Index Fds Small Cp Etf (VB) 0.1 $201k 847.00 237.10